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iShares Floating Rate Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.8B invested in iShares Floating Rate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 252 reducing their positions, and 63 closing their positions.

Holders
601
Holders Change
-18
Holders Change %
-2.91%
% of All Funds
8.7%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.43%
New
47
Increased
207
Reduced
252
Closed
63
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$128M
2
Franklin Resources
2
Franklin Resources
California
$240M
3
US Bancorp
3
US Bancorp
Minnesota
$31.9M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
HIC
5
Hartline Investment Corp
Illinois
$20.4M

Top Sellers

1
CA
1
Crane Advisory
California
$0
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$20.5M
3
AIA
3
Angeles Investment Advisors
California
$0
4
Northern Trust
4
Northern Trust
Illinois
$232M
5
NA
5
NewEdge Advisors
Louisiana
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$16.2M 317,958 +47,444 +18%
SPC
52
Sigma Planning Corp
Michigan
$15.2M 297,568 -56,869 -16%
MC
53
McMorgan & Co
California
$14.6M 285,270 +54,570 +24%
RWM
54
Rezny Wealth Management
Florida
$14.2M 278,812 -3,167 -1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$13.9M 272,789 -56,094 -17%
Betterment LLC
56
Betterment LLC
New York
$13.1M 256,834 -323 -0.1%
OAM
57
Occidental Asset Management
California
$13M 254,162 +9,795 +4%
SFA
58
Semmax Financial Advisors
North Carolina
$12.8M 250,758 -4,995 -2%
AWMG
59
Alliance Wealth Management Group
New Jersey
$12.3M 240,330 -3,293 -1%
BBVA
60
Banco Bilbao Vizcaya Argentaria
Spain
$12.3M 239,482 -313,497 -57%
CTA
61
Colonial Trust Advisors
South Carolina
$12.2M 238,183 +4,767 +2%
BFG
62
Beacon Financial Group
Texas
$12M 235,868 -1,518 -0.6%
SC
63
Scotia Capital
Ontario, Canada
$11.9M 232,797 -1,159 -0.5%
CMS
64
Capital Market Strategies
Florida
$11.9M 232,795 +38,158 +20%
IWC
65
Integrated Wealth Concepts
Massachusetts
$11.7M 229,208 +191,633 +510%
CWA
66
Cascade Wealth Advisors
Washington
$11.6M 227,067 -8,157 -3%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$11.6M 226,764 +177,105 +357%
GC
68
Guggenheim Capital
Illinois
$11.6M 226,421 +39,726 +21%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$11.4M 223,967 +19,449 +10%
Citadel Advisors
70
Citadel Advisors
Florida
$11M 216,418 +216,418 New
IFS
71
Ifrah Financial Services
Arkansas
$10.9M 214,483 +7,856 +4%
PCP
72
Proficio Capital Partners
Massachusetts
$10.5M 206,243 -34,525 -14%
RA
73
RFG Advisory
Alabama
$10.2M 199,131 +12,311 +7%
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$10.1M 198,840 -5,841 -3%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$10.1M 197,670 -41,849 -17%
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